Our Investment Philosophy

First, investments should be dictated by your goals.

Second, assuming the right amount and types of risk in your investments is critically important. These risks should align with your goals.

Third, we are product agnostic. We do not look to sell you specific products. We look for solutions to help you achieve your goals, regardless of the type of product.

Fourth, we are cost aware and frequently use passive investments in our portfolios. When appropriate, we believe in actively managing passive investments to keep your overall costs down.

Fifth, we believe in quality. Warren Buffet once said, “It’s far better to buy a wonderful company at a fair price, than a fair company at a wonderful price.” We agree.